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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,756 | $211,239-91.1% | $178,528-89.5% | $145,877-87.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.92% | 30.22%-19.3pp | 27.11%-16.2pp | 551.28%-540.4pp |
| Employer contribution / active EE | $5,150 | $4,570+12.7% | $3,950+30.4% | $4,663+10.4% |
| Participant deferral / active EE | $11,228 | $6,963+61.3% | $6,278+78.8% | $6,691+67.8% |
| Admin fee / account holder | $2,277 | $12,095-81.2% | $10,419-78.1% | $13,402-83.0% |